We are live on ! Find out more
WEC icon

WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
301
Echo Street Capital Management
New York
$2.19M +$1.06M +11,573 +105%
KPWS
302
Kestra Private Wealth Services
Texas
$2.19M +$100K +1,099 +5%
TSS
303
Thomas Story & Son
Indiana
$2.15M -$169K -1,850 -8%
MFWM
304
Motley Fool Wealth Management
Virginia
$2.14M +$43.4K +475 +2%
ACM
305
Alta Capital Management
Utah
$2.13M +$141K +1,540 +8%
ACM
306
AlphaCrest Capital Management
New York
$2.13M +$303K +3,310 +18%
APP
307
Avantax Planning Partners
Iowa
$2.12M -$472K -5,167 -19%
MFM
308
MD Financial Management
Ontario, Canada
$2.12M +$31.9K +349 +2%
VEA
309
Virtus ETF Advisers
New York
$2.09M +$366K +4,006 +23%
CT
310
Caldwell Trust
Florida
$2.09M -$105K -1,145 -5%
KC
311
Kenfarb & Co
Kentucky
$2.08M +$1.96M +21,445 New
TRCT
312
Tower Research Capital (TRC)
New York
$2.08M +$140K +1,531 +8%
TCM
313
Twin Capital Management
Pennsylvania
$2.07M -$28.3K -310 -1%
KBC Group
314
KBC Group
Belgium
$2.05M -$1.5M -16,425 -44%
SIM
315
Sadoff Investment Management
Wisconsin
$2.03M -$61.8K -676 -3%
RCM
316
Regency Capital Management
Hawaii
$2.01M +$1.9M +20,737 New
DCM
317
Donaldson Capital Management
Indiana
$2M -$253K -2,770 -12%
LWM
318
Loveless Wealth Management
Montana
$2M -$10.5K -115 -0.6%
TAIM
319
Te Ahumairangi Investment Management
New Zealand
$1.99M -$1.36M -14,900 -42%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$1.95M
RA
321
RFG Advisory
Alabama
$1.95M +$85K +930 +5%
UCMOK
322
United Capital Management of KS
Kansas
$1.94M +$9.32K +102 +0.5%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$1.92M +$18.3K +200 +1%
X
324
Xponance
Pennsylvania
$1.92M +$341K +3,728 +23%
OAM
325
Oppenheimer Asset Management
New York
$1.91M -$16.7K -183 -0.9%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.